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Danielle Woods, Attorney

Danielle has been working with advisory clients for more than 20 years.  She began work in investment management in 1998 with the investment firm, Mitchell Vaught & Taylor, Inc.  She also advised clients as an attorney in matters of estate and tax planning since graduating from Northern Illinois University College of Law, where she focused her coursework on estates, tax, and securities law.  

Danielle was instrumental in the growth of her previous firm over her 20 years with the firm and wore many hats, including Director, Institutional Portfolio Manager, Senior Financial Advisor, and Chief Compliance Officer.  To more effectively provide comprehensive financial planning, she began the CPA firm DWAgosto Tax Planning, LLC, with our own Emily Agosto in 2016 and the law firm DWLenski Law Group, PLLC, in 2018 with partner Paul Lenski III.  Danielle believes that a multi-disciplinary approach is the best way to educate and to serve clients whose financial needs span many disciplines.

Danielle earned her Series 65 Investment Advisor Representative designation in 2001.  She has been a licensed attorney in Illinois since 2002 and in Tennessee since 2008.

Danielle is originally from Chicagoland, but she now lives with her husband and two crazy boys outside of Knoxville, Tennessee, about 20 minutes from the beautiful Smoky Mountains National Park.  She is an avid reader, gardener, and world traveler.